Drew Baglino
16 statements across 2 episodes · 8 bullish · 4 bearish · 1 people on the record · first statement Jun 6, 2024 by Drew Baglino · across every show →
On the record as a speaker too: Drew Baglino's record, appearances and statements → this page counts the times other people say the name.
Everything said about Drew Baglino, oldest first
Jun 6, 2024 bullish
Jun 6, 2024 positive
Baglino: Motor design engineering makes magnet materials highly substitutable
“Magnet materials, for example, are incredibly substitutable. And if you think of the design space as not just the magnet, but the magnet plus the, you know, electromagnetic system it's inside of with the steel And the geometry of the rotor and the stator and t…”
Jun 6, 2024 bearish
Baglino: AI power demand is overhyped by a 'toilet paper' queue run
“I'm not so sure that it is going to be as dramatic as people think, both because I think
there's a little bit of the toilet paper problem going on here... You've got all of these companies that think AI is going to be massive and want AI to be massive, and th…”
Jun 6, 2024 neutral
Baglino: Over 90% of Battery Precursor Plants Discharge Sulfates Into Waterways
“All the precursor, almost, I want to say all, over 90% of the precursor in the world is for battery cathodes is produced in facilities where the wastewater, the, like, sulfates and that are in the wastewater of that process kind of can just go directly into th…”
Jun 6, 2024 bullish
Baglino: Electrification delivers nearly 3x boost in primary-to-end-use efficiency
“And so when you stack that all up and you replace that with a renewable electrified pathway, you can get almost a tripling of end use efficiency, well, sort of well to wheel or primary energy to end use efficiency boost, which actually is the, One of the first…”
Jun 6, 2024 neutral
Jun 6, 2024 neutral
Baglino: Global clean grid requires 1.5 TW annual renewable deployment
“1.5 terawatts is the total amount of renewable energy capacity that will need to be deployed on an annual basis to maintain the sustainable energy economy. And that's basically keeping up with plant retirements. So on a steady state basis, 1.5 terawatts is how…”
Jun 6, 2024 positive
Baglino: Total annual global mining outweighs renewable buildout materials 10x
“One of the fun things that we put in the paper was a comparison of how much material humans just move out of the ground every year in total, and the amount of material required for just the This renewable energy economy, and it's actually like a factor of 10, …”
Feb 19, 2026 bullish
Baglino: Data center rack voltages will reach 800V+ with SST architecture
“Now the backplane voltage of the racks will be 800 volts or even higher. And then you can use a SST based solution to go from medium voltage, 34 KV all the way to 800 volts with no gray space rooms with UPSs and power distribution panels and anything like that…”
Feb 19, 2026 negative
Baglino: Utility-scale solar plant transformers fail at about 1.4% per year
“Transformers are not really designed to run at their rated power, you know, as long as they do in these Desert power plants, you know, where they're, first of all, very hot, because they're sitting in the sun, and second of all, because they're running at name…”
Feb 19, 2026 negative
Feb 19, 2026 bullish
Feb 19, 2026
Baglino: Higher frequency linearly reduces transformer size and power electronics costs
“The best way to make power electronics Systems that involve isolation more affordable is go up in frequency, because to get isolation, you basically need to use a transformer of some type, and transformers become smaller as you go up in frequency. It's just a,…”
Feb 19, 2026 positive
Baglino: Silicon carbide inverters saved Tesla $400 to $500 in battery costs
“You know, while I was at Tesla, we started using silicon carbide to make drive inverters in cars because the incremental cost of the more expensive transistor was more than outweighed by the savings in battery because the drive inverter could be so much more e…”
Feb 19, 2026 negative
Baglino: Central inverters average 97.5% to 98% availability, leading solar plant underperformance
“Solar inverters are the largest source of underperformance on utility-scale solar plants. It's not the modules. You'd think it would be the modules, because there's so many of them, and they're out in the field, and you worry about hail, and you worry about wh…”